Internal Sales Specialist

Posted 2 days ago

virtual vocationsDenver (CO)

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelColleges, Universities, and Professional Schools

SENIORITY

Junior

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About the role

Supporting Marketing Regional Vice Presidents, the full-time Internal Sales Specialist will manage client lead processing, oversee the sales cycle, and provide essential support to the sales team in a fully remote environment. Key responsibilities Acknowledge and process incoming leads for immediate action and schedule initial client meetings Oversee pre- and post-intro communications, data gathering, and onboarding coordination Collaborate with sales leadership and central support teams to manage the new business pipeline Required qualifications Bachelor's degree in business, financial services, or related field (preferred) 2+ years of applicable experience, ideally in financial services Basic knowledge of RIA and custodial platforms and investment products Experience with Microsoft Office suite, MoneyGuide, and Salesforce FINRA Series 7 and 66 (or 63 & 65) not required but may be beneficial

Before you apply

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Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.